# ![@RMcIntoshMusic Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1292530053646028801.png) @RMcIntoshMusic Richard McIntosh

Richard McIntosh posts on X about inflation, canada, tariffs, debt the most. They currently have [------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1292530053646028801/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1292530053646028801/c:line/m:interactions.svg)

- [--] Week [-----] -68%
- [--] Month [-------] +179%
- [--] Months [-------] +3,557%
- [--] Year [-------] +424%

### Mentions: [--] [#](/creator/twitter::1292530053646028801/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1292530053646028801/c:line/m:posts_active.svg)


### Followers: [------] [#](/creator/twitter::1292530053646028801/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1292530053646028801/c:line/m:followers.svg)

- [--] Week [---] +0.83%
- [--] Month [---] +10%
- [--] Months [---] +59%
- [--] Year [---] +138%

### CreatorRank: [---------] [#](/creator/twitter::1292530053646028801/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1292530053646028801/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities)  [exchanges](/list/exchanges)  [currencies](/list/currencies)  [stocks](/list/stocks)  [vc firms](/list/vc-firms)  [technology brands](/list/technology-brands)  [musicians](/list/musicians) 

**Social topic influence**
[inflation](/topic/inflation), [canada](/topic/canada), [tariffs](/topic/tariffs), [debt](/topic/debt), [countries](/topic/countries), [china](/topic/china), [what is](/topic/what-is), [gdp](/topic/gdp), [bank](/topic/bank), [toronto](/topic/toronto)

**Top assets mentioned**
[Dogecoin (DOGE)](/topic/doge) [GrokCoin (GROKCOIN)](/topic/grok) [Gains (GAINS)](/topic/gains) [Hatch Agents (HATCH)](/topic/hatch)
### Top Social Posts
Top posts by engagements in the last [--] hours

"There is no such thing as a risk-free rate if history is any guide - interest rates are far more interesting in fact than in theory. War inflation and selective default are real dangers since the 1840s. Eventually government bonds are used as wall paper or fancy bookmarks"  
[X Link](https://x.com/RMcIntoshMusic/status/1691612503678029915)  2023-08-16T00:47Z [--] followers, [--] engagements


"Core inflation GDP growth and 3-month Treasury bills point to higher long-term yields. Timing the peak in interest rates is mostly political as no one without a sense of humour can predict fiscal policy"  
[X Link](https://x.com/RMcIntoshMusic/status/1692320116657029591)  2023-08-17T23:38Z [--] followers, [--] engagements


"Circa [----] the East German secret police compiled a full taxonomy of youth musical subcultures. (Harpers Magazine September 2023) As ever music from below comes from above"  
[X Link](https://x.com/RMcIntoshMusic/status/1703117774732525981)  2023-09-16T18:44Z [--] followers, [--] engagements


"Einstein was most bored when listening to budget deficit forecasts as the math was all too simple. But the same math today is all too difficult. The absurdly large budget deficit is now the prime suspect for the rise in the term premium. The cost of stimulus is stagflation"  
[X Link](https://x.com/RMcIntoshMusic/status/1710302409023537292)  2023-10-06T14:34Z [--] followers, [--] engagements


"When to buy Canadian bank stocks once again a) When addiction to real estate is overcome; b) When bragging about oil and gas lending is heard aloud; or c) When interest rates creak and then peak Which ever event comes last. Humility arrives only after rock bottom hits home"  
[X Link](https://x.com/RMcIntoshMusic/status/1716225044613890178)  2023-10-22T22:48Z [--] followers, [--] engagements


"Just finished The Liar by Stephen Fry - the audiobook read by the author himself. What is vexatious about modern Western civilization is personal vanity. Suicide Murder and Officialdom remain the direct roads to the death of truth"  
[X Link](https://x.com/RMcIntoshMusic/status/1744110716229923235)  2024-01-07T21:36Z [--] followers, [--] engagements


"If Taylor Swift gets pregnant all bets are off for apparent election strategies"  
[X Link](https://x.com/RMcIntoshMusic/status/1752382837603647605)  2024-01-30T17:26Z [--] followers, [--] engagements


"To be able to read [--] to [--] books a year is an accurate mental health indicator. To be willing to read more is a leading indicator of enthusiastic zeal. To not read at all is to be a cynical dog"  
[X Link](https://x.com/RMcIntoshMusic/status/1754253621124825508)  2024-02-04T21:20Z [--] followers, [--] engagements


"Unlike mean Tweets on @X the ugliest government propaganda kills people. Cannot wait to hear the new interview by Tucker Carlson"  
[X Link](https://x.com/RMcIntoshMusic/status/1754942201778348112)  2024-02-06T18:56Z [--] followers, [--] engagements


"Asked two questions to Grok and received the same answer: It depends upon the context. Not good enough. Sticking to the written word"  
[X Link](https://x.com/RMcIntoshMusic/status/1755055788949667868)  2024-02-07T02:28Z [--] followers, [--] engagements


"Future SNL skit: Gilmore Girls the fentanyl years After heavy drug use Lorelai admits her white privilege and becomes a DEI guru; Rory is head of domestic propaganda as Trump is re-elected; and Logan is hired to inform endowments what happened to their private equity money"  
[X Link](https://x.com/RMcIntoshMusic/status/1770259240000672059)  2024-03-20T01:21Z [--] followers, [--] engagements


"Just listened to the short interview of Ron Paul by @TuckerCarlson. There is no remnant of liberty if and when Americans liquidate public debt through deliberate inflation. Tell that story to foreign investors and see where interest rates will go"  
[X Link](https://x.com/RMcIntoshMusic/status/1770268832437014617)  2024-03-20T01:59Z [--] followers, [--] engagements


"Carbon taxes are pointless unless the tax mix is changed by lowering other more harmful taxes on income. Only an economist does not understand that green taxation was always and everywhere a power grab. Tax reform requires a change in government on both sides of the border"  
[X Link](https://x.com/RMcIntoshMusic/status/1770962812803678610)  2024-03-21T23:56Z [--] followers, [--] engagements


"International stability and real interest rates fluctuate in wildly large trading ranges"  
[X Link](https://x.com/RMcIntoshMusic/status/1772371853517967729)  2024-03-25T21:15Z [--] followers, [--] engagements


"Mean reversion is a relative game. Oil price vs. US dollar index as % of five-year average"  
[X Link](https://x.com/RMcIntoshMusic/status/1775962152207085723)  2024-04-04T19:02Z [--] followers, [--] engagements


"At some point this year or next year Canadian energy companies will be larger than our much reviled banks. Do not sell Canadian oil and gas equities until energy hits a maximum relative to financials. The very day will be calculated with frightening accuracy"  
[X Link](https://x.com/RMcIntoshMusic/status/1777485379844653103)  2024-04-08T23:55Z [--] followers, [--] engagements


"@tyillc Economics began in response to mercantilism - it will not disappear. Before we die there is the medium term say five years. Predictions about the next five years are due to skill including mercantilist currencies - JPN and CHN. Year-over-year is a lucky toss of the coin"  
[X Link](https://x.com/RMcIntoshMusic/status/1779141984118079805)  2024-04-13T13:37Z [--] followers, [--] engagements


"All you need to rot your brain is social media. Do not go outside. Do not leave your screen. You will not even notice the end of the world - it will be shadow banned (for the sake of free and fair elections of course)"  
[X Link](https://x.com/RMcIntoshMusic/status/1779155151749628389)  2024-04-13T14:30Z [--] followers, [--] engagements


"@chigrl Historical consumer inflation in Denmark since the early Middle Ages was 2% - look up the database at the Bank of England. Historical consumer inflation in Canada before [----] was 3% - CPI since [----]. Perfection is an enemy of the good enough"  
[X Link](https://x.com/RMcIntoshMusic/status/1779247576069390375)  2024-04-13T20:37Z [--] followers, [---] engagements


"@marketplunger1 BP and Shell if they are still going to be listed in London as European institutional investors hate oil and gas dividends"  
[X Link](https://x.com/RMcIntoshMusic/status/1779249167157649519)  2024-04-13T20:43Z [--] followers, [----] engagements


"The worst form of foreign interference is when Western governments censor online dissent and just blatantly lie about matters of national security"  
[X Link](https://x.com/RMcIntoshMusic/status/1779659186881622355)  2024-04-14T23:53Z [--] followers, [--] engagements


"Populism both of the left and of the right is the indirect result of big business having too much market power and being too cozy with big government directly caused by lowering interest rates artificially for too long"  
[X Link](https://x.com/RMcIntoshMusic/status/1780067439251722515)  2024-04-16T02:55Z [--] followers, [--] engagements


"Just like the carbon tax hike the recent increase in the capital gains tax will have the unintended consequence of depressing capital investment. Warning in time of indifference"  
[X Link](https://x.com/RMcIntoshMusic/status/1780412282477916401)  2024-04-17T01:45Z [--] followers, [--] engagements


"The rational thing is to do nothing wait and see the legislation and figure out whether or not the change in capital gains taxation actually lasts more than [--] months. Defer asset disposals"  
[X Link](https://x.com/RMcIntoshMusic/status/1781009689548910661)  2024-04-18T17:19Z [--] followers, [--] engagements


"The key to peace in the Middle East is a better pension plan for Iranians"  
[X Link](https://x.com/RMcIntoshMusic/status/1783977843749163103)  2024-04-26T21:53Z [--] followers, [--] engagements


"@marketplunger1 Diversification is a matter of theory practice and experience - short cuts are long delays. What you do not know will eventually bite you in the derriere"  
[X Link](https://x.com/RMcIntoshMusic/status/1786149952508305580)  2024-05-02T21:45Z [--] followers, [---] engagements


"@Schuldensuehner Availability heuristic. Redo graphs with market cap as % of corporate cash flow - the latter has grown faster than nominal GDP"  
[X Link](https://x.com/RMcIntoshMusic/status/1790219391717523853)  2024-05-14T03:15Z [--] followers, [---] engagements


"The quality of art is related to the legitimacy of soft power. In other words art becomes pure propaganda in the late stages of the fall of civilization. As always men are deceived by the eyes and the ears"  
[X Link](https://x.com/RMcIntoshMusic/status/1792739615826391119)  2024-05-21T02:10Z [--] followers, [--] engagements


"@peterboghossian Numeracy does not improve with rhetorical skill or appeals to emotion. Higher learning must require some accidental encounters with mathematics. How can any human being learn anything without a basic understanding of what exists between zero and one Check mortgage rates"  
[X Link](https://x.com/RMcIntoshMusic/status/1793105208605831623)  2024-05-22T02:22Z [--] followers, [--] engagements


"The ultimate hubris is to control nature and to dominate the entire world. Neither AI nor bureaucracy can reveal anything worthwhile other than the decay of civilization. Puppets are lifeless. Things fall apart: history is cyclical. Myths and legends are beyond machine logic"  
[X Link](https://x.com/RMcIntoshMusic/status/1799245959416709327)  2024-06-08T01:03Z [--] followers, [--] engagements


"Inflation is the apparent palliative to debt buildups after balance sheet recessions at the terminal cost of stagflation"  
[X Link](https://x.com/RMcIntoshMusic/status/1800953266957844901)  2024-06-12T18:08Z [--] followers, [--] engagements


"@pvralien Short recession to control inflation is much better than long stagnation. Fiscal discipline is coming whether you like or not"  
[X Link](https://x.com/RMcIntoshMusic/status/1806437355642855875)  2024-06-27T21:20Z [--] followers, [--] engagements


"Jim Carrey in a mask of Abe Simpson demonstrated that Orange Man Bad is Orange Man Good. The mainstream media lied for three years that a senile decrepit fool was the leader of the free world. In the next episode the Company must clean up the mess both at home and abroad"  
[X Link](https://x.com/RMcIntoshMusic/status/1806523794275582438)  2024-06-28T03:03Z [--] followers, [--] engagements


"The continental powers of Europe are more likely to adopt free trade before becoming woke. Trade wars are even more self-defeating"  
[X Link](https://x.com/RMcIntoshMusic/status/1806751544596897810)  2024-06-28T18:08Z [--] followers, [--] engagements


"@Glenn_Diesen How many US bases in Norway"  
[X Link](https://x.com/RMcIntoshMusic/status/1806875485588042078)  2024-06-29T02:21Z [--] followers, [--] engagements


"@JJ_McCullough Medieval growth in living standards and the worst housing bubble in living memory. This too shall pass"  
[X Link](https://x.com/RMcIntoshMusic/status/1807607799008149887)  2024-07-01T02:50Z [--] followers, [---] engagements


"@StephenPunwasi Wealth effect is asymmetric to the downside: large decline in consumer spending during balance sheet recession"  
[X Link](https://x.com/RMcIntoshMusic/status/1808582744441827756)  2024-07-03T19:25Z [--] followers, [---] engagements


"@RobertFife The housing bubble is the only thing that matters to the elites; everything else is just noise"  
[X Link](https://x.com/RMcIntoshMusic/status/1809263131363099074)  2024-07-05T16:28Z [--] followers, [---] engagements


"The Terminator principle: the vital centre elevates mothers. @andrewklavan"  
[X Link](https://x.com/RMcIntoshMusic/status/1809415770478199054)  2024-07-06T02:35Z [--] followers, [--] engagements


"Is Neo a far-right conspiracy theorist The Scientific Dictatorship is almost complete as the net draws tighter and tighter. No shame no honour. No heroes no victims. Brain scans for everyone: where is the escape hatch (Huxley and the Machine)"  
[X Link](https://x.com/RMcIntoshMusic/status/1809784381172592737)  2024-07-07T02:59Z [---] followers, [---] engagements


"@Halsrethink It takes two to tango: other countries are attempting to depreciate more strongly than the US. Higher growth and higher inflation make it a draw for the exchange rate but higher rates mean trouble ahead"  
[X Link](https://x.com/RMcIntoshMusic/status/1810714394520645771)  2024-07-09T16:35Z [--] followers, [--] engagements


"@JonFlynnREstats Look at a chart of house prices since the late 1980s with a you are here marker for the year of sanity known as [----]. Why would the correlation between housing prices and interest rates be stable anyway"  
[X Link](https://x.com/RMcIntoshMusic/status/1816267601133068709)  2024-07-25T00:21Z [---] followers, [--] engagements


"@Rothmus Visual hypnosis test: success"  
[X Link](https://x.com/RMcIntoshMusic/status/1816307028458934328)  2024-07-25T02:58Z [---] followers, [--] engagements


"Comedians have a great supply of things to mock and ridicule but the establishment has banned laughter and mirth all over the land. Cabals cults cacklers and childless cat ladies. What a bunch of cunts What are the root causes why people believe such liars @andrewklavan"  
[X Link](https://x.com/RMcIntoshMusic/status/1817019748120474058)  2024-07-27T02:10Z [--] followers, [--] engagements


"@DemosKratosCA Excessive bank credit toward real estate. Look at balance sheets; everything else is window dressing"  
[X Link](https://x.com/RMcIntoshMusic/status/1818688782503153700)  2024-07-31T16:42Z [---] followers, [--] engagements


"@FinanceLancelot The labour share hits a ceiling before SHTF"  
[X Link](https://x.com/RMcIntoshMusic/status/1818698823377600829)  2024-07-31T17:22Z [---] followers, [---] engagements


"@SamuelAndreyev There is no cookie-cutter mold for creative people. Conditions are less likely but entirely still possible. Ironically the pandemic years were ideal. Nobody knows how and why inspiration strikes"  
[X Link](https://x.com/RMcIntoshMusic/status/1819101045261586901)  2024-08-01T20:01Z [---] followers, [--] engagements


"@SVG__Collection Stevie Wonder anthology"  
[X Link](https://x.com/RMcIntoshMusic/status/1819804310395379959)  2024-08-03T18:35Z [---] followers, [---] engagements


"Trucks and trains are better smoke signals than ersatz interest rates"  
[X Link](https://x.com/RMcIntoshMusic/status/1821677083027767659)  2024-08-08T22:37Z [---] followers, [--] engagements


"@johnredwood Social capital is reserved only for close friends and family if and when truth and facts are absent from official accounts. The economic consequences are obvious except for the Fabian mind"  
[X Link](https://x.com/RMcIntoshMusic/status/1822840329613049959)  2024-08-12T03:39Z [---] followers, [--] engagements


"The Raven of Zurich knew that all borrowers want to inflate their debts away. The blame game of offence goes on before hearing a Hallelujah. Noah grew unstoppable courage from Voice Presence Instruction Dragontown is a Brutal Planet. Everything points back to Grace"  
[X Link](https://x.com/RMcIntoshMusic/status/1823194527747772574)  2024-08-13T03:07Z [---] followers, [---] engagements


"@leadlagreport For interest-rate sensitive ones: find the positive"  
[X Link](https://x.com/RMcIntoshMusic/status/1823784717671411801)  2024-08-14T18:12Z [---] followers, [--] engagements


"@DanielPriestley Are soldiers considered civil servants Loss of empire destroyed the value of the currency to pay for the armed forces"  
[X Link](https://x.com/RMcIntoshMusic/status/1824497940653862928)  2024-08-16T17:26Z [---] followers, [--] engagements


"Price controls neither protect democracy nor improve the economy. The donors must be goldbugs or nuts"  
[X Link](https://x.com/RMcIntoshMusic/status/1825629618348634502)  2024-08-19T20:23Z [---] followers, [--] engagements


"@SteveSaretsky There is enough gold on the countrys balance sheet"  
[X Link](https://x.com/RMcIntoshMusic/status/1825974191444607381)  2024-08-20T19:12Z [---] followers, [---] engagements


"@ScottRCarpenter @TdLeaker Toronto Stock Exchange has one of the largest amount of gold miners in the world under private ownership. There is plenty enough gold on the nations balance sheet. Same nonsense is heard before the beginning of a commodity bull market. Look for opportunities not threats"  
[X Link](https://x.com/RMcIntoshMusic/status/1829241616584061092)  2024-08-29T19:36Z [---] followers, [---] engagements


"@Glenn_Diesen Do not underestimate the economic collapse from the falling oil price as a precursor to the end of the Cold War. Commodity prices and strong currencies prolong political decay moral and spiritual factors staying the same. Then and now"  
[X Link](https://x.com/RMcIntoshMusic/status/1831490534453702882)  2024-09-05T00:32Z [---] followers, [---] engagements


"@mdt546 The next government cannot lead the country on this negative emotion; it must provide alternative solutions"  
[X Link](https://x.com/RMcIntoshMusic/status/1833237072951578669)  2024-09-09T20:12Z [---] followers, [---] engagements


"@JarrydJaeger The implosion of the housing bubble will humble both parties: name calling solves nothing at all"  
[X Link](https://x.com/RMcIntoshMusic/status/1833298372020580648)  2024-09-10T00:16Z [---] followers, [---] engagements


"@JonFlynnREstats Excessive increase in bank credit toward existing housing collateral accelerated by tax incentives and distortions. Adam (households) blames Eve (government) who points to the serpent (banks)"  
[X Link](https://x.com/RMcIntoshMusic/status/1833308671524175914)  2024-09-10T00:57Z [---] followers, [---] engagements


"@tradeoilstocks Investing is boring whereas speculation is fun. Cycles do not care about our feelings"  
[X Link](https://x.com/RMcIntoshMusic/status/1835046188669599845)  2024-09-14T20:01Z [---] followers, [---] engagements


"@alanfryermedia What policies are at play or at pay with regard to foreign interference Where is the evidence of undue influence Paranoia is total awareness or poor mental health"  
[X Link](https://x.com/RMcIntoshMusic/status/1837175331087864003)  2024-09-20T17:01Z [---] followers, [--] engagements


"@MichaelAArouet Divergence since [----] between two national models is remarkable. What are the tradeoffs What does France get which Germany does not"  
[X Link](https://x.com/RMcIntoshMusic/status/1837960464070070575)  2024-09-22T21:01Z [--] followers, [--] engagements


"Value investors must embrace technical analysis in order to avoid the inevitable [--] months when their favorite stocks decline by 50%. Apparently ten-baggers are five-baggers"  
[X Link](https://x.com/RMcIntoshMusic/status/1838734550576267382)  2024-09-25T00:17Z [---] followers, [--] engagements


"Just finished reading The Economics of the Stock Market by Andrew Smithers. Not a cheery book but well worth the cost for the graphs alone. The four constants of mean reversion are the key takeaways (Summary p.157)"  
[X Link](https://x.com/RMcIntoshMusic/status/1840914535781146773)  2024-10-01T00:40Z [---] followers, [---] engagements


"@MPelletierCIO Raise the GST (consumption) in order to lower more harmful taxes on growth (investment). Property taxes are a local concern but might require reforms"  
[X Link](https://x.com/RMcIntoshMusic/status/1841157699666432101)  2024-10-01T16:46Z [---] followers, [--] engagements


"@ronmortgageguy Canada cannot avoid a balance sheet recession only lessen its human toil. Too much debt"  
[X Link](https://x.com/RMcIntoshMusic/status/1841575423206961459)  2024-10-02T20:26Z [---] followers, [----] engagements


"@allstarcharts Macro is less volatile than stocks therefore more predictable. Go figure"  
[X Link](https://x.com/RMcIntoshMusic/status/1843813652295758037)  2024-10-09T00:40Z [---] followers, [--] engagements


"@MorgothsReview Must be playing Venice - can only have one city"  
[X Link](https://x.com/RMcIntoshMusic/status/1846258262598959349)  2024-10-15T18:34Z [--] followers, [---] engagements


"@DividendDude_X Group psychology is monkey business"  
[X Link](https://x.com/RMcIntoshMusic/status/1846732703967666668)  2024-10-17T01:59Z [---] followers, [---] engagements


"@sunlorrie China was able to acquire Canadian oil and gas assets under the last Conservative government before the foreign cap was modified"  
[X Link](https://x.com/RMcIntoshMusic/status/1847008969979498665)  2024-10-17T20:17Z [---] followers, [--] engagements


"@elonmusk Deficit spending is paid by borrowing not taxpayers"  
[X Link](https://x.com/RMcIntoshMusic/status/1847772473171071493)  2024-10-19T22:51Z [---] followers, [--] engagements


"@porterstansb Add energy equities to the graph"  
[X Link](https://x.com/RMcIntoshMusic/status/1848806413419651535)  2024-10-22T19:19Z [--] followers, [---] engagements


"@JJ_McCullough Orange Man Good will win in a landslide as the clueless cannot read between the lines"  
[X Link](https://x.com/RMcIntoshMusic/status/1849542075647184982)  2024-10-24T20:02Z [---] followers, [--] engagements


"@profstonge History is written forward not backward. The job of the Fed was to help pay off the WW2 debts of the US government until the end of yield control. The survival of the state was more important than inflation"  
[X Link](https://x.com/RMcIntoshMusic/status/1849585178018005482)  2024-10-24T22:54Z [---] followers, [--] engagements


"@TdLeaker Wishful thinking. Canada was one of the largest manufacturing producers in the world because the other nations had been decimated after WW2"  
[X Link](https://x.com/RMcIntoshMusic/status/1850585284137947214)  2024-10-27T17:08Z [---] followers, [--] engagements


"@JamesGRickards King Midas forgot where he stashed his hoards up in the mountains which end up eventually to be housed in the National Museum in Zurich Switzerland"  
[X Link](https://x.com/RMcIntoshMusic/status/1851432351978430474)  2024-10-30T01:14Z [---] followers, [--] engagements


"@PBaron9TX @elerianm US Treasury meets with the Fed on a weekly basis. Not a peep in the papers"  
[X Link](https://x.com/RMcIntoshMusic/status/1852069597215887685)  2024-10-31T19:26Z [---] followers, [--] engagements


"@truckdriverpleb Their reactions to the US election results should be filmed"  
[X Link](https://x.com/RMcIntoshMusic/status/1852123580298916249)  2024-10-31T23:00Z [---] followers, [--] engagements


"@nope_its_lily Fiat is like laundry: you gotta clean it up"  
[X Link](https://x.com/RMcIntoshMusic/status/1852141018402996242)  2024-11-01T00:10Z [---] followers, [---] engagements


"@nope_its_lily The equity risk premium is scarier"  
[X Link](https://x.com/RMcIntoshMusic/status/1852152104535658897)  2024-11-01T00:54Z [---] followers, [---] engagements


"@robin_j_brooks Foreign policy requires a cool head not emotional appeals. (Shame is the promotion of fools.)"  
[X Link](https://x.com/RMcIntoshMusic/status/1852751063058629035)  2024-11-02T16:34Z [---] followers, [---] engagements


"Cap Lara from Euronav is still parked at the Old Port. What is the universe trying to say about international trade and shipping equities Drink less coffee"  
[X Link](https://x.com/RMcIntoshMusic/status/1853557156647207176)  2024-11-04T21:57Z [---] followers, [--] engagements


"If reason is rational why would revelation be instructive if it is a mere relic of ancient Laws Why not just read the original Plato before retirement"  
[X Link](https://x.com/RMcIntoshMusic/status/1853573551577845833)  2024-11-04T23:02Z [---] followers, [--] engagements


"@MPelletierCIO No it is a convention for the US Treasury to meet with the Fed on a weekly basis"  
[X Link](https://x.com/RMcIntoshMusic/status/1853574849605890187)  2024-11-04T23:07Z [---] followers, [--] engagements


"@PhysInHistory Why does it smell like mercury"  
[X Link](https://x.com/RMcIntoshMusic/status/1853603213238251747)  2024-11-05T01:00Z [---] followers, [--] engagements


"The [----] US election is like as if TR were reincarnated and stopped a world war. The return of supply side economics is also music to the ears. Not tired of winning yet"  
[X Link](https://x.com/RMcIntoshMusic/status/1854583644595110205)  2024-11-07T17:56Z [---] followers, [--] engagements


"@zerohedge Legitimate foreign policy requires elections where allowed"  
[X Link](https://x.com/RMcIntoshMusic/status/1854604438901575952)  2024-11-07T19:18Z [---] followers, [--] engagements


"@KEriksenV2 Party caucus the Ottawa press the bankers the courts and the ambassadors have already committed thought crimes. Some will grow louder after the US election. Only a matter of time"  
[X Link](https://x.com/RMcIntoshMusic/status/1854621611124834469)  2024-11-07T20:27Z [---] followers, [--] engagements


"@elonmusk High immigration boosts profit margins when real estate prices are artificially inflated. Higher interest rates (debt) can longer be avoided. Many moving parts and vested interests are at play"  
[X Link](https://x.com/RMcIntoshMusic/status/1854922081512669292)  2024-11-08T16:21Z [---] followers, [--] engagements


"@Cernovich Military expenditures are the most popular form of Keynesian stimulus even if the Berlin Wall fell a very long time ago"  
[X Link](https://x.com/RMcIntoshMusic/status/1855064153288741143)  2024-11-09T01:45Z [---] followers, [--] engagements


"@DonMiami3 Bank stocks will lead or fade the rally"  
[X Link](https://x.com/RMcIntoshMusic/status/1856422589792678076)  2024-11-12T19:43Z [---] followers, [---] engagements


"@Jkylebass Largest increase was in UK and the jump was higher in France than Germany. Election season is over: foreign policy is not a cartoon"  
[X Link](https://x.com/RMcIntoshMusic/status/1856783998632198542)  2024-11-13T19:39Z [---] followers, [--] engagements


"Sentient AI even advanced copies of Good Old Grok cannot cut two trillions dollars worth of spending to plug the budget gap - no matter the programming. To campaign may require memes narratives and a little poetry but to govern effectively depends upon knowing the numbers"  
[X Link](https://x.com/RMcIntoshMusic/status/1857829854177038378)  2024-11-16T16:55Z [---] followers, [--] engagements


"Sentient AI even advanced copies of Good Old Grok cannot cut two trillion dollars worth of spending to plug the budget gap - no matter the programming. To campaign may require memes narratives and a little poetry but to govern effectively depends upon knowing the numbers"  
[X Link](https://x.com/RMcIntoshMusic/status/1857830353378902451)  2024-11-16T16:57Z [---] followers, [--] engagements


"@robin_j_brooks Economics is not moral philosophy if and when there is no national basement in supranational affairs. What is more likely happening is inter-governmental bargaining which the dismal science cannot even fathom"  
[X Link](https://x.com/RMcIntoshMusic/status/1858680857877250425)  2024-11-19T01:17Z [---] followers, [--] engagements


"Psychopaths may have smooth foreheads while the aggrieved may have knots in their skin. But all bureaucrats can avoid budget cuts from DOGE by learning to play Diablo"  
[X Link](https://x.com/RMcIntoshMusic/status/1858684367070961881)  2024-11-19T01:31Z [---] followers, [--] engagements


"What if anything is evergreen and vital during all four seasons of our lives Neither ingenuity integrity foresight nor moral judgement are absolute standards. Whatever the answer to perennial questions it is VANITY"  
[X Link](https://x.com/RMcIntoshMusic/status/1859384067961074096)  2024-11-20T23:51Z [---] followers, [--] engagements


"@SullyCNBC Energy equities are breaking out if and when another wave of inflation is on its way"  
[X Link](https://x.com/RMcIntoshMusic/status/1859406283721286132)  2024-11-21T01:19Z [---] followers, [--] engagements


"@elonmusk It already exists: the school of thought is called technocratic navet"  
[X Link](https://x.com/RMcIntoshMusic/status/1859740552851517867)  2024-11-21T23:27Z [---] followers, [--] engagements


"@FibonacciInves1 Fail. A four seasons portfolio is like a ship; it needs a ballast or safe asset"  
[X Link](https://x.com/RMcIntoshMusic/status/1861228581990355376)  2024-11-26T02:00Z [---] followers, [--] engagements


"How to Dodge DOGE 1) Do not speak obsequiously about rival politicians: any deviations will lead to being fed to the sharks. 2) Practice the poker face without implying at all that anyone is about to invade Poland. 3) Learn to play Diablo dream about Diablo and be Diablo"  
[X Link](https://x.com/RMcIntoshMusic/status/1861515560762167561)  2024-11-26T21:01Z [---] followers, [--] engagements


"@MichaelAArouet Surplus is mainly due to capital gains revenue"  
[X Link](https://x.com/RMcIntoshMusic/status/1861517038230872468)  2024-11-26T21:07Z [---] followers, [--] engagements


"@chigrl Governments tax oasis not deserts"  
[X Link](https://x.com/RMcIntoshMusic/status/1861531891062444364)  2024-11-26T22:06Z [---] followers, [--] engagements


"@jeffreyatucker Money under the mattress is not the best banking system"  
[X Link](https://x.com/RMcIntoshMusic/status/1862527502201106463)  2024-11-29T16:02Z [---] followers, [--] engagements


"@Dostoevskyquot Much worse to blur and destroy philosophy than some vain self-obsession which always disappears after three generations. Just history repeating itself: first in Russia and now here in the rest of the West"  
[X Link](https://x.com/RMcIntoshMusic/status/1863742593013620790)  2024-12-03T00:30Z [---] followers, [--] engagements


"@sunlorrie Federal leaders might always be more popular than provincial ones - tax rates are lower for instance. Ottawa is distant and far away enough"  
[X Link](https://x.com/RMcIntoshMusic/status/1863747635414229016)  2024-12-03T00:50Z [---] followers, [--] engagements


"Insights were found from @benshapiro today - WTF just happened in SOUTH KOREA The prosecution of corruption is the main cause of constitutional crisis. The origins of corruption are empirical. As a rule the right underestimates PRIVATE while the left ignores PUBLIC types"  
[X Link](https://x.com/RMcIntoshMusic/status/1864451004546122071)  2024-12-04T23:25Z [--] followers, [--] engagements


"@LanceRoberts Next year it will become crystal clear that @DOGE will ultimately fail to put a dent in the deficit and the debt even if a 100% of the savings are accepted by Congress. There is no operational definition of improving government efficiency to get there without tax reform"  
[X Link](https://x.com/RMcIntoshMusic/status/1864855713610080289)  2024-12-06T02:13Z [--] followers, [--] engagements


"The energy field is mystical. Poems are paintings. Music is shades of colour and whole numbers. Meanwhile in the winter wonderland the inhabitants of Icewind Dale appear to speak a lost refined language but swear a lot like Orcs if not enough dark obsidian metal is found"  
[X Link](https://x.com/RMcIntoshMusic/status/1866256529319415833)  2024-12-09T23:00Z [---] followers, [---] engagements


"@MPelletierCIO @theJagmeetSingh Willingness and ability to depreciate the currency are not the same thing. The federal budget deficit can easily triple - and hit 3% of nominal GDP - and Canada would still have a better debt trajectory than under @DOGE paradise. Numbers are like the winter wind: be prepared"  
[X Link](https://x.com/RMcIntoshMusic/status/1866281729411195384)  2024-12-10T00:40Z [--] followers, [--] engagements


"@alanfryermedia Countries rip off America to the extent that US consumers are willing to pay their goods including Canadian oil. Federal election is much more likely than full tariffs but who knows anymore"  
[X Link](https://x.com/RMcIntoshMusic/status/1866576137519817157)  2024-12-10T20:10Z [--] followers, [--] engagements


"@FischerKing64 Perot in [----] was some wild stuff but @DOGE will soon be a dud. The federal bureaucracy will stonewall and snow-walk and then delay and deny. A commission will ultimately be setup to define efficiency and its final report will be delivered on the 250th anniversary"  
[X Link](https://x.com/RMcIntoshMusic/status/1866578396442210371)  2024-12-10T20:19Z [--] followers, [--] engagements


"@franco_nomics In order to be fair the federal deficit as % of GDP is quite tepid compared to our neighbour to the south and to many European countries - ours could triple and still be lower than @DOGE paradise"  
[X Link](https://x.com/RMcIntoshMusic/status/1866582605765747006)  2024-12-10T20:35Z [--] followers, [---] engagements


"@sbg1 The collapse of Iraq emboldened Iran whose attack on Israel led to the balance of power in the Middle East to tilt toward the Turkish state. What happens to Syria is unknown"  
[X Link](https://x.com/RMcIntoshMusic/status/1866648715932447199)  2024-12-11T00:58Z [--] followers, [--] engagements


"@mortimer_1 Also how to anchor that Debt-to-GDP ratio"  
[X Link](https://x.com/RMcIntoshMusic/status/1866901781768233129)  2024-12-11T17:44Z [--] followers, [----] engagements


"@KobeissiLetter The dreaded balance sheet recession is on with or without further rate cuts. Look at what is already happening in Australia"  
[X Link](https://x.com/RMcIntoshMusic/status/1866952648798183766)  2024-12-11T21:06Z [--] followers, [---] engagements


"@thomasg_grizzle Even the most hardened pessimist will be amazed how quickly things can turn around in [----]. No more rate cuts though: thats it thats all. Inflation is not done at all. The hypothesis of the Chief Justice will be tested: the ship of state does not depend upon one person"  
[X Link](https://x.com/RMcIntoshMusic/status/1867012595850383375)  2024-12-12T01:04Z [--] followers, [--] engagements


"@elonmusk Jungian projection is binary: [--] or 1"  
[X Link](https://x.com/RMcIntoshMusic/status/1867278599247868059)  2024-12-12T18:41Z [--] followers, [--] engagements


"@Josh_Young_1 @realDonaldTrump Higher oil prices hurt consumption more than helping the trade balance"  
[X Link](https://x.com/RMcIntoshMusic/status/1867286221833064786)  2024-12-12T19:11Z [---] followers, [--] engagements


"@KirkLubimov Sleep is the answer to catatonic fear - must not think about the size of the federal deficit or losing the job on Monday"  
[X Link](https://x.com/RMcIntoshMusic/status/1867406592590639164)  2024-12-13T03:10Z [--] followers, [--] engagements


"@StealthQE4 The real reason why rates are cut is not found in Fed notes but in the US budget deficit"  
[X Link](https://x.com/RMcIntoshMusic/status/1867624783682195717)  2024-12-13T17:37Z [--] followers, [--] engagements


"@steve_hanke And finding pots of Spanish gold - as increases in mineral wealth also cause inflation if spent"  
[X Link](https://x.com/RMcIntoshMusic/status/1868041783445434439)  2024-12-14T21:14Z [--] followers, [--] engagements


"@SueCooperstock Unfortunately or not media cannot hide anymore what is going in the country - the trend in opinion polls is undeniable with or without our approval. By-elections are further evidence of actual popular support for the current government"  
[X Link](https://x.com/RMcIntoshMusic/status/1868846183738994838)  2024-12-17T02:30Z [--] followers, [--] engagements


"@elonmusk The last US budget surplus was due to capital gains revenues. At the market top of the late 1990s. A budget deficit of 3% of GDP is already a stretch today"  
[X Link](https://x.com/RMcIntoshMusic/status/1869132909485216213)  2024-12-17T21:29Z [--] followers, [--] engagements


"@stephen_taylor People have very short and selective memories as the former VPM was also Foreign Minister under the first Trump term and was involved closely in trade negotiations"  
[X Link](https://x.com/RMcIntoshMusic/status/1869150682550595933)  2024-12-17T22:40Z [--] followers, [--] engagements


"@BillAckman @Reuters The popular demand for lies is inexhaustible the government has legal authority for domestic propaganda and the willing media can be replaced by even more potent tools"  
[X Link](https://x.com/RMcIntoshMusic/status/1869753646671712487)  2024-12-19T14:36Z [--] followers, [--] engagements


"@BillAckman OK. Pass a bill which defines what @DOGE does and what are its goals in writing"  
[X Link](https://x.com/RMcIntoshMusic/status/1869768401771802996)  2024-12-19T15:35Z [--] followers, [--] engagements


"@RandPaul Libertarians cannot govern empires at the start or near the end"  
[X Link](https://x.com/RMcIntoshMusic/status/1869783819613766107)  2024-12-19T16:36Z [--] followers, [--] engagements


"@VivekGRamaswamy Believing your own propaganda is not progress and will be the ultimate undoing of @DOGE. "There are more fools than sages; and among the sages there is more folly than wisdom.""  
[X Link](https://x.com/RMcIntoshMusic/status/1869820318648545393)  2024-12-19T19:01Z [--] followers, [--] engagements


"@zerohedge Seat-of-the-pants decision-making is marble or on fire"  
[X Link](https://x.com/RMcIntoshMusic/status/1869834143544291615)  2024-12-19T19:56Z [--] followers, [--] engagements


"@ScottRCarpenter If and when housing prices tank expect cranky voters to become populist - still the main reason for relative political stability. Be careful what you wish for"  
[X Link](https://x.com/RMcIntoshMusic/status/1870169231632842861)  2024-12-20T18:07Z [--] followers, [--] engagements


"@RnaudBertrand No such thing as citizenship without taxation and no taxation without representation. Opacity is by design or by accident; foreign policy and diplomacy are national concerns. EU officials can be safely ignored at no loss: Washington and ROW do not care what they say at all"  
[X Link](https://x.com/RMcIntoshMusic/status/1870873028810227825)  2024-12-22T16:44Z [---] followers, [---] engagements


"@RnaudBertrand Not surprising in the least only surprising how many gullible people fall for these narratives which are quickly forgotten after a few weeks. Exporting the democratic deficit is actually bad for democracy. Countries do not magically adopt democratic practices"  
[X Link](https://x.com/RMcIntoshMusic/status/1870889815224578200)  2024-12-22T17:51Z [--] followers, [--] engagements


"@biancoresearch Too much discretion not enough hard and fast rules. Program the AI and print its recommandation for monetary policy along with the incantations to the financial gods. Shows the true nature of things: some matters require human bias best made explicit like loose conditions"  
[X Link](https://x.com/RMcIntoshMusic/status/1870896939535135157)  2024-12-22T18:19Z [---] followers, [--] engagements


"@FoodProfessor The GST was cut from [--] to 5% by politicians against expert advice; the capital gains tax measure as well. Policy is not based upon evidence if it is inconvenient to the political fortunes of the party in power. The theory of optimal taxation has a partisan reserve clause"  
[X Link](https://x.com/RMcIntoshMusic/status/1870969726865912213)  2024-12-22T23:08Z [--] followers, [----] engagements


"@FoodProfessor Finance Canada officials leaked their dissent to the front pages of the Globe and Mail at the time. If you are serious about the federal budget deficit the GST must be raised then and now. GST is more efficient to raise revenue than the carbon tax"  
[X Link](https://x.com/RMcIntoshMusic/status/1870971624528503161)  2024-12-22T23:16Z [--] followers, [---] engagements


"@TristinHopper Gibberish: the current mess in Germany is due to the radical left lunatics who are being kicked out of office. Not a coincidence since both countries would be better off to correct course and abandon emotivism - trial by intention. Look at results not luxury beliefs"  
[X Link](https://x.com/RMcIntoshMusic/status/1871009513953759331)  2024-12-23T01:46Z [--] followers, [--] engagements


"@IceCapGlobal There are also medium term cycles in between the scatterbrained short term and the very long term in which we are all dead and gone. Balance sheet recession is the iceberg that has been spotted ahead; this is why there must be room for deficit spending"  
[X Link](https://x.com/RMcIntoshMusic/status/1871238692968243226)  2024-12-23T16:57Z [--] followers, [---] engagements


"@DrJStrategy The composition of the CPI basket was also not the same during the 1970s episode: Tilted more toward goods; A higher share for commodities like oil; and There was no technology during the previous inflation spike which is deflationary today"  
[X Link](https://x.com/RMcIntoshMusic/status/1871242903466721549)  2024-12-23T17:14Z [--] followers, [--] engagements


"@MichaelAArouet Asset prices are more volatile than productivity growth. Productivity growth will recover and spread despite the Popular Perpetual Pessimism. Asset prices tend also to correct in the medium term"  
[X Link](https://x.com/RMcIntoshMusic/status/1871246476862738707)  2024-12-23T17:28Z [--] followers, [--] engagements


"@GoodwinMJ Things can always be worse: negative growth can still be avoided by expansionary austerity"  
[X Link](https://x.com/RMcIntoshMusic/status/1871263220390084704)  2024-12-23T18:34Z [---] followers, [--] engagements


"@RetirementRight No one hits a .5 batting average in either baseball or investing. Would be curious as to @PeterSchiff allocation to gold and gold equities: there must be a low and a top %"  
[X Link](https://x.com/RMcIntoshMusic/status/1871267278190236108)  2024-12-23T18:51Z [--] followers, [--] engagements


"@zerohedge The Fed lowered rates to also help humanity to go to Mars"  
[X Link](https://x.com/RMcIntoshMusic/status/1871291478091436434)  2024-12-23T20:27Z [---] followers, [--] engagements


"@DavesNotes @IceCapGlobal Would it not be ironic if the Conservatives had to spend more than the Liberals and could do so with more fiscal room than imagined in order to fix current problems The Conservatives will also help their friends and call it tax reform"  
[X Link](https://x.com/RMcIntoshMusic/status/1871294796792549414)  2024-12-23T20:40Z [--] followers, [--] engagements


"@JohnWake There is a magical wand to raise homeownership in the short term but mortgage rates will bring it right back down over time. Playing with interest rates has been a grand social experiment - and it is also the main cause of populism"  
[X Link](https://x.com/RMcIntoshMusic/status/1871621015144665557)  2024-12-24T18:16Z [--] followers, [--] engagements


"@RosieRocks29 Were threats of tariffs also not trolling The Great One is a diplomat who might explain how tariffs cannot solve the US trade deficit. There is a fine line between wanting an election ❤and wishing harm to Canada ☠. Cannot teach old dogs new tricks except for senility"  
[X Link](https://x.com/RMcIntoshMusic/status/1872333719392157785)  2024-12-26T17:28Z [---] followers, [--] engagements


"@Cernovich Cannot govern with campaign rhetoric: the brick wall of reality is that foreign demand is essential for US debt tariffs do not solve trade deficits and @DOGE cannot halve the budget deficit"  
[X Link](https://x.com/RMcIntoshMusic/status/1872349334932787240)  2024-12-26T18:30Z [---] followers, [--] engagements


"@HayekAndKeynes US is core; Greece and Argentina are peripheries. Deficits can be used for consumption or investment; no sign of any cold shower to wake up markets from speculation. Maybe somewhere between [--] and 6%: not suitable for young viewers"  
[X Link](https://x.com/RMcIntoshMusic/status/1872378667764228317)  2024-12-26T20:27Z [---] followers, [---] engagements


"@elerianm @tomfriedman Global foreign demand for top Ivy League degrees must grow faster than nominal GDP - recession-proof and genuine goodwill ambassadors"  
[X Link](https://x.com/RMcIntoshMusic/status/1872386915829440945)  2024-12-26T21:00Z [---] followers, [--] engagements


"@LogWeaver Bailed out Morgan Stanley in October [----] grew living standards and most importantly social cohesion"  
[X Link](https://x.com/RMcIntoshMusic/status/1872403139158307186)  2024-12-26T22:04Z [---] followers, [---] engagements


"@AGDugin Woke is post post-modern not in force until 2005; a bastard child of hyper liberalism and the new fashionable Marxism. Woke failed in Western countries with an old left guard. The GFC turned it into a court jester - all must say it but no one believes it. Woke is for NPCs"  
[X Link](https://x.com/RMcIntoshMusic/status/1872462366966726775)  2024-12-27T01:59Z [---] followers, [--] engagements


"@jsblokland Rates should rise in China drop in US and catapult in Switzerland; but no one wants to buy Brazil"  
[X Link](https://x.com/RMcIntoshMusic/status/1872476056869085584)  2024-12-27T02:54Z [---] followers, [--] engagements


"@AGDugin There is nothing truly inevitable in modern history written forward only appears to be so when looking back in anger - both structure and agency are present. The woke is for NPCs who do not travel abroad and are confused about a great many things too various to be mentioned"  
[X Link](https://x.com/RMcIntoshMusic/status/1872479083252359292)  2024-12-27T03:06Z [---] followers, [--] engagements


"@Convertbond If long-term bonds are more volatile than stocks then what is the risk-free rate It seems that some are forced to buy them while others can hide elsewhere wait patiently and test the waters"  
[X Link](https://x.com/RMcIntoshMusic/status/1872686826240229414)  2024-12-27T16:51Z [---] followers, [----] engagements


"@michaelxpettis @ForeignAffairs Tariffs are the means not the goal in both periods. Completely inverse position today as to the creditors and the debtors"  
[X Link](https://x.com/RMcIntoshMusic/status/1872700051686081011)  2024-12-27T17:44Z [---] followers, [---] engagements


"@haugejostein Green academics have been decoupled from reality for a very long time. Emissions from low-income countries matter much more than actual European stagnation. There are real world consequences for a declining nominal GDP - and zero popular support"  
[X Link](https://x.com/RMcIntoshMusic/status/1872713986044805348)  2024-12-27T18:39Z [---] followers, [--] engagements


"@tradeoilstocks Gotta read about old tariffs before imposing new ones but to do so on our greatest comparative advantage is silly trolling or economic vandalism. May the Great One whisper in the ear do not do it Donald. Markets see a psychological ploy to secure the border"  
[X Link](https://x.com/RMcIntoshMusic/status/1872742405776232516)  2024-12-27T20:32Z [---] followers, [---] engagements


"@texasrunnerDFW The gap between mortgage rates and the US 10-year is the signal to watch like a hawk"  
[X Link](https://x.com/RMcIntoshMusic/status/1872760584728658240)  2024-12-27T21:44Z [---] followers, [----] engagements


"@duediligenceguy The trade deficit can be reduced by producing and saving more but speculation is as addictive today as during the fall of Rome - bread circuses and [--] am rage tweets"  
[X Link](https://x.com/RMcIntoshMusic/status/1872796323378036752)  2024-12-28T00:06Z [---] followers, [--] engagements


"@PerBylund Ordo liberalism from Germany posits the sensible regulation of competition whereas social democracy is also compatible with freedom. Everything in moderation: slogans are useless for governing"  
[X Link](https://x.com/RMcIntoshMusic/status/1873070432116682989)  2024-12-28T18:16Z [---] followers, [--] engagements


"@MatthewWielicki They did not get the memo about the US election or are still burying their heads in the sand - and Brazil cannot afford to fund this nonsense without offshore oil"  
[X Link](https://x.com/RMcIntoshMusic/status/1873098870433169664)  2024-12-28T20:09Z [---] followers, [--] engagements


"@FinanceLancelot The world is upside down compared to [----]. US is no longer a creditor but a debtor nation while the stock market crash was already in China. In the 1930s the US was unwilling to lead the world. Today the BRICs countries are unable to replace the hegemonic power"  
[X Link](https://x.com/RMcIntoshMusic/status/1873123983396155580)  2024-12-28T21:48Z [---] followers, [---] engagements


"@DVATW Speed of the rise in interest rates: a frog in a boiling pot does not notice a slow burn only a quick one"  
[X Link](https://x.com/RMcIntoshMusic/status/1873125135223537810)  2024-12-28T21:53Z [---] followers, [----] engagements


"@leadlagreport No one is in charge: there is no big brain. We recognize patterns even when they do not exist. No one puts a gun to the head of foreign buyers of bonds; some are financial while others are strategic. Too many moving parts to manipulate as markets know more than any mind"  
[X Link](https://x.com/RMcIntoshMusic/status/1873131067080896891)  2024-12-28T22:17Z [---] followers, [---] engagements


"@DizzleTheRizzle Does not predict severity only direction"  
[X Link](https://x.com/RMcIntoshMusic/status/1873136100728021161)  2024-12-28T22:37Z [---] followers, [---] engagements


"@FAHayekSays Normative statement not objective: should be not is. The individual is socially constructed as anyone who moved from madhouse Vienna to the USA would know. Libertarian modes of thought are reflections of leaving the capital of a dying empire which also produced Freud"  
[X Link](https://x.com/RMcIntoshMusic/status/1873402778355417522)  2024-12-29T16:16Z [---] followers, [--] engagements


"@bryan_caplan CPI baskets are not comparable over the very long term as new goods and services are added; same thing for investment export and import prices. AI will also show up eventually in the official measurement of consumer inflation; we will live in a post-hedonic age"  
[X Link](https://x.com/RMcIntoshMusic/status/1873440214586450420)  2024-12-29T18:45Z [---] followers, [--] engagements


"@TheWizardOz39 @FAHayekSays Yes but did Hayek act and believe this To move from Catholic Vienna to Protestant America must be a life-altering experience which shakes identity to the core"  
[X Link](https://x.com/RMcIntoshMusic/status/1873800417957863821)  2024-12-30T18:36Z [---] followers, [--] engagements


"@Megatron_ron Fortress Europe can retaliate in a credible manner if this is not just trolling and blustering. Consumers and currencies will have the final say after face-saving targeted and time-specific tariffs are put in place"  
[X Link](https://x.com/RMcIntoshMusic/status/1873844149168070689)  2024-12-30T21:30Z [---] followers, [--] engagements


"@EconguyRosie A 3% budget deficit target is hardly fasting just the average since 1929"  
[X Link](https://x.com/RMcIntoshMusic/status/1874193955686146139)  2024-12-31T20:40Z [---] followers, [---] engagements


"@biancoresearch 1) Perhaps the third [--] - growth deficit barrels - is the hardest target to reach for the new administration. 2) Depends upon productivity growth (🔼) of shale and new boosts to supply. 3) Volatility shocks are also wild cards including international conflict resolution"  
[X Link](https://x.com/RMcIntoshMusic/status/1874198328298373202)  2024-12-31T20:57Z [---] followers, [----] engagements


"@blondesnmoney Credit recovers before equities - EWZ / EMB 📈"  
[X Link](https://x.com/RMcIntoshMusic/status/1874202717125828794)  2024-12-31T21:15Z [---] followers, [---] engagements


"@rexglacer End of the Cold War and federal deficit cutting fell most heavily upon the military. Countries have credit ratings to be used not idolized"  
[X Link](https://x.com/RMcIntoshMusic/status/1874870531880792178)  2025-01-02T17:29Z [---] followers, [--] engagements


"@mitchpresnick The gap between PPP and FX is largest in India and in China as it is more difficult to measure nontradeable services. The consumption share of nominal GDP is relatively low in CHN. The 10-year bond yield shows an economy close to tip into a balance sheet recession"  
[X Link](https://x.com/RMcIntoshMusic/status/1875219405434683847)  2025-01-03T16:35Z [---] followers, [--] engagements


"@albertedwards99 @SoberLook Good news for fiscal stimulus; must treat balance sheet recession risks"  
[X Link](https://x.com/RMcIntoshMusic/status/1875272202356138003)  2025-01-03T20:05Z [---] followers, [--] engagements


"@RickRuleRulz 1) Non-inflationary growth through productivity is the best way to avoid default; 2) Depreciation or debasement is a second one but it is a relative game; and 3) Financial repression also does the trick as the Fed restricts rate rises from those zealous gnomes of Zurich"  
[X Link](https://x.com/RMcIntoshMusic/status/1876466364270936179)  2025-01-07T03:10Z [---] followers, [--] engagements


"@elerianm It appears that British creditors prefer US debt (even if yields are lower) as they have less confidence in the UK economy and in their own currency"  
[X Link](https://x.com/RMcIntoshMusic/status/1876642992699904319)  2025-01-07T14:52Z [---] followers, [---] engagements


"@TraderIrene Ignorance about trade flows and especially tariffs on Canadian energy will require some handholding mostly from the Alberta Premier. Someone gift a book about trade wars unless it is all just silly trolling and China is the real target"  
[X Link](https://x.com/RMcIntoshMusic/status/1876708767321960661)  2025-01-07T19:13Z [---] followers, [--] engagements


"@menlobear Depends upon the composition effect; asked @grok and told that the data required to calculate a formula was not currently available. Intuition says that previous episodes of concentration cannot be examined because stock indexes suffer from survivorship bias. Unknowable"  
[X Link](https://x.com/RMcIntoshMusic/status/1877823002340975031)  2025-01-10T21:01Z [---] followers, [--] engagements


"@PeterHRatcliffe The most important obstacle to populism - left or right - in Canada was the housing bubble. Everything else is posturing"  
[X Link](https://x.com/RMcIntoshMusic/status/1879011526495162785)  2025-01-14T03:43Z [---] followers, [--] engagements


"@David_Moscrop The housing bubble is the only thing restraining populism in Canada. If housing markets correct expect public opinion to sour even more no matter which party heads government. FOR A DECADE"  
[X Link](https://x.com/RMcIntoshMusic/status/1879014248959156395)  2025-01-14T03:54Z [---] followers, [--] engagements


"@SamoBurja August [----] knocked out Europe from civilization and then claims of superpower vanished after thirty years of total war interrupted by a depression"  
[X Link](https://x.com/RMcIntoshMusic/status/1879175395968467130)  2025-01-14T14:35Z [---] followers, [--] engagements


"@SemperVeritasX Reform not bolt. Canada should beef up the arctic passage. But the current government is still penny-pinching the military"  
[X Link](https://x.com/RMcIntoshMusic/status/1879603392613700056)  2025-01-15T18:55Z [---] followers, [--] engagements


"@DougAMacgregor A New Ostpolitik is a fine balance for Germany as it most wants to get along with today's perceived enemies. The first step will be to end the Two Minutes Hate as the road to peace travels through Berlin"  
[X Link](https://x.com/RMcIntoshMusic/status/1879607080447037533)  2025-01-15T19:10Z [---] followers, [--] engagements


"@DavidJPba The currency is a safety valve; but if you still feel intemperate eat something"  
[X Link](https://x.com/RMcIntoshMusic/status/1879614016815046808)  2025-01-15T19:37Z [---] followers, [---] engagements


"@ZubyMusic Untrue. With sufficient time old currencies become antiquities"  
[X Link](https://x.com/RMcIntoshMusic/status/1879909150584693074)  2025-01-16T15:10Z [---] followers, [--] engagements


"@DrJacobsRad The main purpose of the carbon tax was to raise revenue in order to hire more civil servants in Ottawa. The production cap could in theory help to diminish emissions but it would also lower government revenues. The focus on what leadership candidates say is beyond absurd"  
[X Link](https://x.com/RMcIntoshMusic/status/1879971046067257822)  2025-01-16T19:16Z [---] followers, [--] engagements


"@chigrl None of the above is more popular among most voters. And becoming an alcoholic might also be better for the liver"  
[X Link](https://x.com/RMcIntoshMusic/status/1880055289187307847)  2025-01-17T00:51Z [---] followers, [--] engagements


"@MPelletierCIO US dollar is overvalued by at least 20% against G10 currencies. Time to rethink your bearishness. https://www.ft.com/content/b66b4de0-44c8-441d-ac2f-9d94170c5c40 https://www.ft.com/content/b66b4de0-44c8-441d-ac2f-9d94170c5c40"  
[X Link](https://x.com/RMcIntoshMusic/status/1880290748719067278)  2025-01-17T16:27Z [---] followers, [--] engagements


"@elonmusk The MMT crowd believes that a country with its own sovereign currency can still devaluate rather than go bankrupt - as the US dollar is grossly overvalued relative to G10 currencies"  
[X Link](https://x.com/RMcIntoshMusic/status/1880292473957986745)  2025-01-17T16:33Z [---] followers, [--] engagements


"@RazorOil Students who do not study and complete homework fail the exam except for real estate which never ever goes down. 😮"  
[X Link](https://x.com/RMcIntoshMusic/status/1880297788975771890)  2025-01-17T16:55Z [---] followers, [---] engagements


"@KarlTous Fiscal prudence then was solely due to Harper; even Canadian banks were bailed out by the Fed. Today it is fiscal imprudence for far too long and no one will rescue the five chartered giants if and when real estate prices correct. Markets do not favor delusions of any kind"  
[X Link](https://x.com/RMcIntoshMusic/status/1880302379922239861)  2025-01-17T17:13Z [---] followers, [--] engagements


"@kinsellawarren Move the CBC HQ out of Toronto. Just like the BBC did from London to Wales. Or is the public broadcaster only operating for the high life"  
[X Link](https://x.com/RMcIntoshMusic/status/1880307425712238675)  2025-01-17T17:33Z [---] followers, [--] engagements


"@igetredpilled Nothing will destroy Canada; capital will only move from weaker to stronger hands. Some are prepared others are not"  
[X Link](https://x.com/RMcIntoshMusic/status/1881348866924257434)  2025-01-20T14:31Z [---] followers, [--] engagements


"@FlapjackFly @maxfawcett Purchasing power parity means the value of a strong currency helps the standard of living of the citizens of a sovereign country"  
[X Link](https://x.com/RMcIntoshMusic/status/1881422694639689976)  2025-01-20T19:25Z [---] followers, [--] engagements


"@BourgaultGilles @maxfawcett The inflation spike and rise in natural resource prices were viewed as a temporary shock especially with the Ukraine war. Canadians were selling CAD in order to buy US stocks which were on a bull run. The Bank of Canada index of commodity prices returned to its pre-war level"  
[X Link](https://x.com/RMcIntoshMusic/status/1881429623906713769)  2025-01-20T19:52Z [---] followers, [--] engagements


"@BourgaultGilles @maxfawcett Interest rate differential growth difference and commodity prices all affect the medium-term value of the currency. Right now Mr. Market focuses more on the growth gap than the inflation gap"  
[X Link](https://x.com/RMcIntoshMusic/status/1881431523095937141)  2025-01-20T20:00Z [---] followers, [--] engagements


"@GeneralHillier Just looked out the window during sunset the air is very cold - and no tariffs at all"  
[X Link](https://x.com/RMcIntoshMusic/status/1881447653881561510)  2025-01-20T21:04Z [---] followers, [--] engagements


"@PeterSchiff Looks like governing is harder than campaigning. The main danger in politics is that extroverts who believe their own stump speeches are the most persuasive and authentic to the ears of most voters. We may laugh more than cry but there are bumps ahead. What a Schiff show"  
[X Link](https://x.com/RMcIntoshMusic/status/1881507571233903002)  2025-01-21T01:02Z [---] followers, [--] engagements

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